Payroll
This page provides a step by step guide for FAQs related to 'Payroll' tab in the employee profile
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This page provides a step by step guide for FAQs related to 'Payroll' tab in the employee profile
Last updated
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There are 2 types of Arrears that you can process
A.1 Increment for Single Employee
A.2. Increment for Bulk Employees
B. āLOP Credit Daysā in monthly Input
Precondition:
Ensure that you entered the LOP days in the monthly input before proceeding to the Increment process.
Step 1: Log into the cloud portal, go to the āEmployeeā menu and select the āEmployee Listā submenu.
Step 2: Select the employee from the list to go to their profile.
Step 3: Under the āPayrollā tab, click on the āIncrementā subtab. Here you can see the employeeās past increment details. Click on the ā+ā icon towards the right-hand corner of the screen to add a new increment.
Step 4: Select the āApply Onā month from the drop-down, select āEffective Dateā and click on the āProceedā button.
Step 5: The system will fetch a value for LOP days, you need to specify the number of LOP days āBeforeā and āAfterā effective date of increment. Next, in the āNew Valueā field enter the employeeās salary after the increment and click on the āSaveā button.
Note:
Before (LOP/PD Days): Number of paid day or loss of pay day leaves before effective date
After (LOP/PD Days): Number of paid day or loss of pay day leaves after effective date
Once you conclude these steps, arrears for the single employee will be processed.
Note : Before starting with the Increment process Save the monthly Input for the 'Apply On' Month and then proceed with Increment
Path: Cloud Portal>Employee>Employee List>Payroll>Increment>'+ Icon'>enter details>Proceed>enter details>Save
Step 1: Log into the cloud portal, go to the āPayrollā menu and under the āImportā submenu click on the āIncrementā option.
Step 2: Download the āSample Increment Importā file from the upper right-hand corner of the screen and prepare the file for upload with the necessary data accordingly
Step 3: Select the employee category from the āCategoryā dropdown and fields will be visible.
Step 3: Select a template from the āSelect Templateā dropdown and upload the file in the āImport Templatesā field.
Step 4: Enter value for the āStarting-Ending Rowā and āEmployee Code Column Nameā, then select āIncrement Apply On Monthā and āIncrement Apply On Yearā. The āSheet Nameā will be auto-populated; if there are multiple sheets, you can select those from the dropdown.
Step 5: Select āEffective Date Column Nameā. Select te employeeās number of leaves with respect to effective date from the āBefore Days (LOP/PD) Columnā and āAfter Days (LOP/PD) Columnā dropdowns.
Step 6: Map the āComponent Namesā according to the Excel sheet using respective dropdowns.
Step 7: Click the āSave Settingsā button so the settings will be saved and then click on the āUpload Fileā button and the shift will be assigned to the employees.
Once you complete these stages arrears for bulk employee increments will be processed.
To put āLOP Credit Daysā in monthly input & process arrear days accordingly follow the steps below.
Step 1: In the cloud portal click on the āEmployeeā menu and select the āEmployee Listā.
Step 2: Select an employee for whom you want to credit LOP and their profile will open.
Step 3: Under the āPayrollā tab click on the āMonthly Inputā subtab. Select the āMonthā and āYearā, then click on the āEditā button and more options will appear below.
Step 4: In the āLOP Credit Daysā field enter the required value, click on the āSaveā button and the arrears will be processed accordingly.
Step 1: Log into the cloud portal and click on the āEmployeeā click on āEmployee Listā
Step 2: Select the employee from the list to go to the employee profile.
Step 3: Click on āPayrollā and select āMonthly Inputā select the month and click on āViewā. Fill in the required fields and click on the āSaveā button.
Step 4: Click on the āPayroll Processā and select the month. Now click on the āProcess Payrollā button.
Step 1: Log into the cloud portal, go to the āEmployeeā menu and click on the āEmployee Listā submenu.
Step 2: Select the employee from the list and that will take you to their profile.
Step 3: Under the āPayrollā tab click on the āMonthly Inputā subtab. Select the āMonthā and āYearā and click on the āEditā button.
Step 4: The monthly input fields will appear. Fill in the required values for the respective monthly input and click on the āSaveā button. Monthly input for the employee will be saved.
To edit paysheet for an employee
A. Edit Monthly Input
B. Run Payroll
Step 1: Log into cloud portal, go to the āEmployeeā menu and click on the āEmployee Listā submenu.
Step 2: Select the employee for whom you want to edit monthly input.
Step 3: Under the āProfileā tab click on the āMonthly Inputā subtab. Select the Month and Year and click on the āEditā button.
Step 4: The list of monthly inputs will appear. Edit the monthly inputs as required in the respective fields and click on the āSaveā button. The updated monthly inputs will be saved for the employee.
Once you have changed monthly inputs for the employee you need to rerun the payroll.
To run the payroll for an employee you need to go to their profile.
Step 1: Log into cloud portal, go to the āEmployeeā menu and click on the āEmployee Listā submenu.
Step 2: Select the employee for whom you want to run payroll.
Once you reach employeeās profile follow the steps below.
Step 3: Under the āPayrollā tab click on the āPayroll Processā subtab.
Step 4: Select Month and year in the respective fields and select the checkbox for āWith Income Tax Processā if required. Click on the āProcess Payrollā button and the payroll will be processed accordingly.
Path:
Edit Monthly Input: Cloud portal>Employee>Employee List>select employee>Payroll>Monthly Input>Edit>make required changes>Save
Process payroll: Cloud portal>Employee>Employee List>select employee>Payroll>Payroll Process>select required details>Process Payroll
Step 1: Log into cloud portal, go to the āEmployeeā menu and click on the āEmployee Listā submenu.
Step 2: Select the employee for whom you want to update the notice period and system will take you to their profile.
Step 3: Under the āPayrollā tab click on the āMonthly Inputā subtab. Select the āMonthā and āYearā from the respective fields and click on the āEditā button.
Step 4: Enter the āBonusā amount in the respective field and click on the āSaveā button. The bonus will be added for the employee to the respective month.
Path: Employee>Employee List>select employee>Payroll>Monthly Input>Edit>enter Bonus>Save
Step 1: Go to the cloud portal, under the 'Employee' menu click on the 'Employee List' submenu.
Step 2: Select the employee whose loan entry you want to delete by clicking on their name and the system will take you to their profile.
Step 3: Under the 'Payroll' tab click on the āLoanā subtab. Employeeās loan details will be displayed here.
Step 4: Find the loan entry you want to delete. Click the ā3 Dotsā from the right-hand side on the respective entry and click on the āDelete Loanā option and the loan entry will be deleted.
Note:
If the Payroll processed during the loan period the Loan Entries will not be deleted.
If you still want to delete the loan entry first, you need to delete the payroll for the employee and then delete the loan entries.
Please recheck the monthly inputs for the respective employee and process the payroll for that employee again.
Path: Cloud Portal>Employee>Employee List>select employee>Payroll>Loan>find the loan entry click on ā3 Dotsā>Delete Loan.
Step 1: Log into cloud portal, go to the āEmployeeā menu and click on the āEmployee Listā submenu.
Step 2: Select the employee for whom you want delete payroll and system will take you to their profile.
Step 3: Under the āPayrollā tab click on the āPayroll Processā subtab. Select the āMonthā and click on the āDelete Payrollā button. The payroll will be deleted.
Path: Cloud Portal>Employee>Employee List>select employee>Payroll>Payroll Process>select month>Delete Payroll
Step 1: Log into the cloud portal, go to the āEmployeeā menu and click on the āEmployee Listā submenu.
Step 2: Select the employee from the list and that will take you to their profile.
Step 3: Under the āPayrollā tab click on the āMonthly Inputā subtab. Select the āMonthā and āYearā and click on the āEditā button.
Step 4: The monthly input fields will appear. Change value in the āLOP Daysā field to remove the leave deduction as required and click on the āSaveā button. Monthly input for the employee will be saved.
Path: Cloud Portal>Employee>Employee List>select employee>Payroll>Monthly Input>Month>Edit>edit LOP value>Save
Step 1: Log into cloud portal, go to the āEmployeeā menu and click on the āEmployee Listā submenu.
Step 2: Select the employee for whom you want to delete loan entry and system will take you to their profile.
Step 3: Under the āPayrollā tab click on the āLoanā subtab. Click on the respective ā3 Dotsā for the entry you want to delete and click on the āDelete Loanā option and the loan entry will be deleted.
Path: Cloud Portal>Employee>Employee List>Employee Profile>Payroll>Loan>click on the respective ā3 Dotsā>Delete Loan
Once increment is uploaded from the increment uploaded process you can delete ir in 2 ways
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, go to the āEmployeeā menu and click on the āEmployee Listā submenu.
Step 2: Select any employee for whom increment is added and system will take you to their profile.
Step 3: Under the āPayrollā tab, click on the āIncrementā subtab and click on the ā-ā (minus icon) towards upper right side of the screen.
Step 4: Select the āApply Monthā, āApply Yearā, āSelect Categoryā for which you want to delete the increment and click on the āDelete Allā button. Increment will be deleted for all the employees in the selected category since the selected apply month.
Path: Cloud Portal>Employee>Employee List>select any employee for whom increment is already added>Payroll>Increment>click on ā-ā Icon (Minus sign) towards top right>select details>Delete All (The Increment added for the selected month, year will be deleted for all employee under the selected category)
Step 1: Log into the cloud portal, go to the āEmployeeā menu and click on the āEmployee Listā submenu.
Step 2: Select the employee for whom you want to delete increment and system will take you to their profile.
Step 3: Under the āPayrollā tab, click on the āIncrementā subtab and click on the āDelete Iconā for the respective month for which you want to delete the increment. The increment will be deleted accordingly.
Path: Cloud Portal>Employee>Employee List>select employee>Payroll>Increment>click on āDelete Iconā for the respective month
Step 1: Go to the cloud portal, under the 'Employee' menu click on the 'Employee List' submenu.
Step 2: Select the employee whose loan entry you want to delete by clicking on their name and the system will take you to their profile.
Step 3: Under the 'Payroll' tab select the āLoanā subtab and click on the ā+ā icon towards upper left side of the screen.
Step 4: Fill in the required details, click on the save button and the loan will be added accordingly for the employee.
Path: Cloud Portal>Employee>Employee List>select employee>Payroll>Loan>click on ā+ Iconā>fill in details>Save.
Step 1: Go to the cloud portal, under the 'Employee' menu click on the 'Employee List' submenu.
Step 2: Select the employee whom you want to stop the payment and the system will take you to their profile.
Step 3: Under the 'Payroll' tab select the āStop Paymentā subtab and click on the ā+ā icon towards upper left side of the screen.
Step 4: Fill in the required details such as, Stop Payment Month, Year, Type and Remark. Click on the āSaveā button and the payment for the employee will be stopped accordingly.
Note: Stop payment cannot be done for the employees who are already left or separated from the system.
Path: Cloud Portal>Employee>Employee List>select employee>Payroll>Stop Payment>click on ā+ Iconā>fill in details>Save.
Step 1: Go to the cloud portal, under the 'Employee' menu click on the 'Employee List' submenu.
Step 2: Select the employee whom you want to edit number of payroll days and the system will take you to their profile.
Step 3: Under the 'Payroll' tab select āMonthly Inputā subtab, enter the Month and Year and click on the āEditā button.
Step 4: Enter the number of days for which you donāt want to run payroll for the month in the āLOPā field and click on the āSaveā button.
For example,
Number of days in the month= 31
Number of days for which you want to process payroll= 27
LOP value to be entered: 31 ā 27 = 4
Step 5: Now in the employeeās profile, under the āPayrollā tab click on the āPayroll Processā subtab. Select the Month, Year and other required options from the respective fields as per your company policies and click on the āProcess Payrollā button. The payroll for the employee will be processed accordingly.
Path: Cloud Portal>Employee>Employee List>select employee>Payroll>Monthly Input> enter details>Edit>enter āLOPā value as required>Save>stay on employeeās profile>Payroll>Process Payroll>fill in details> Process Payroll.
Step 1: Log into the cloud portal, go to āEmployeeā menu and select the āEmployee Listā submenu.
Step 2: Select the employee and the system will take you to their profile.
Step 3: Click on the āPayrollā tab, followed by āStop Paymentā subtab. Click on the ā+ā Icon towards the upper right corner of the screen.
Step 4: Fill in the required details in the respective fields of the āStop Paymentā pop-up and click on the āSaveā button. The employeeās payment will be stopped accordingly.
Path: Cloud Portal>Employee>Employee List>select employee>Payroll>Stop Payment>click on ā+ Iconā>fill in details>Save.
For deduction from the employee salary follow the steps below.
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If you are unable to make above changes kindly contact us at
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To remove the pending loan amount for the separated employee, you will need to first . Then .
Link:
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You cannot stop payment for the employee if they have been already separated or left from the system. You can only that are live in the system.
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Ensure that the deduction component is added and if not .
for particular category so the value mentioned in the monthly input will be directly deducted.
Add for the employee
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